Shelby is the founder and Managing Partner with Vector Advisory. Shelby has a diverse background with over 24 years in corporate finance and accounting, “Big 4” (KPMG and PwC), boutique consultancies, start-ups, and global industry leaders. He specializes in delivering comprehensive and cost-effective M&A advisory services, including merger and acquisition integration, financial due diligence as well as post close accounting and finance services. Shelby also has an extensive background in co-sourcing and outsourcing internal audit and providing interim financial management solutions.
LeAnne is a Manager Director with over 15 years experience in finance and accounting, operational and financial process improvement, and compliance and risk management. She leverages learned better practices from her prior experiences in “Big 4” and leading financial institutions to optimize financial and operational processes and implement best in class solutions for compliance and risk management.
Mike is a former big 4 partner with over thirty years’ experience in finance, operations and risk management. He’s been instrumental in driving cost management strategies to optimize financial and operational performance while growing business productivity. Michael has extensive international experience having served as the CFO/COO of a multi-national publicly listed SaaS company. He also has demonstrated outstanding leadership and change management skills that serve his clients well across multiple industries, including business services, technology, media and telecommunications, and manufacturing.
Jonathan is a Director, Consulting Services, where he is responsible for the delivery of client engagements and business development in the Texas market. Jonathan’s nearly two decades of experience spans multiple industries and disciplines having worked in Big 4 public accounting, boutique consulting firms, and private credit asset management. Jonathan specializes in delivering value-add cost effective advisory services in M&A integration and office of the CFO solutions including financial reporting, process optimization, information systems, and enterprise accounting. Jonathan also has an extensive background in internal audit and Sarbanes-Oxley compliance where he has delivered numerous outsourced and co-sourced services to public and private clients.
David is a Director, Consulting Services, with thirty years’ experience working in various aspects of the office of the CFO including business strategy, growth strategy, business planning, operations, analytics, regulatory solutions, and business development. He is an experienced thought leader with dynamic leadership and team building capabilities driven by expert communications skills and an analytical mindset. David has helped lead multiple finance transformation projects, led management reporting and analytics projects, performed and harmonized profitability analysis, developed forecasting models, implemented financial systems, and led project portfolio management.
Jessica is a Director, Consulting Services, with over a decade of experience delivering process optimization, M&A integration, financial modeling, and data synthesis/analysis projects. She has led acquisition integrations and other cross-functional projects resulting in value creation and optimized processes for sustainable profit improvement. Jessica’s success is realized through her ability to manage teams and workstreams through a structured yet collaborative project management approach.
Priscilla is a Manager, Consulting Services with over 14 years of experience in operational and financial systems, assessments, functional improvements, and compliance and risk management. She leverages her prior experiences in leadership roles at leading financial institutions to optimize financial and operational processes and implement best-in-class solutions across multiple industries.
Geovanny is a Manager, Consulting Services with twenty years of experience in diverse Finance/Accounting, Operations, and Strategy roles. Mr. Salinas has experience in multiple industries working for public and private companies, helping improve profit margin, executing and implementing strategic initiatives and growth, processes optimization, ERP Implementations, financial modeling, analytics and other services to optimize the office of the CFO.
Kyle is a Manager, Consulting Services with 7+ years of FP&A and M&A Integration experience. Kyle brings a deep expertise in the small to middle sized professional services market, having a strong track record of developing dynamic budgeting and forecasting models, driving efficiencies, and supporting post-acquisition integrations.
Julia is a Senior, Consulting Services, based out of the firm’s Fort Lauderdale office. Julia delivers a variety of services, including process optimization and M&A integration. Julia leverages her experience integrating M&A transactions for a private wealth manager to deliver best in class value add services for her clients.
Dakota is a Senior Consultant, Consulting Services bringing unique experience in Capital Markets, Private Credit, and Wealth Management. Dakota provides M&A, capital advisory, and CFO advisory services to clients.
Ann has a strong background of marketing, market research and business analysis. She helps companies with branding and communications strategy and also delivers services to maximize top line growth. Ann specializes in digital marketing, marketing and branding collateral analysis, and search engine optimization (“SEO”). She also performs market research and competitive analysis to understand and effectively communicate product value propositions.
Vector Advisory is the go-to partner for private equity firms, family offices and their portfolio companies.